See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,026 | $97,757+68.8% | $83,848+96.8% | $135,375+21.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.09% | 1287.37%-1291.5pp | 850.88%-855.0pp | 519.73%-523.8pp |
| Employer contribution / active EE | $18,935 | $4,222+348.5% | $3,631+421.5% | $4,779+296.2% |
| Participant deferral / active EE | $12,125 | $4,682+159.0% | $4,082+197.1% | $5,609+116.2% |
| Admin fee / account holder | $462 | $6,674-93.1% | $5,478-91.6% | $10,827-95.7% |